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Sales path · 5 workflows

Founder's first five

Find buyers, qualify them fast and turn your first wins into a playbook.

  • Who it's for: Founders who still run sales themselves
  • 375 → 159 min in total (saves 216)
  • 30 steps
Start with workflow 1

The path, in order

Each workflow has its own prompt you can copy into any AI chat, and a checklist to tick off as you go.

  1. Step 1 · Sales · Founder-led Sales

    Finding companies that are starting to hire for roles relevant to what you sell so you can reach out before anyone else does.

    By the time a job posting appears on major job boards, half a dozen competitors have already seen it and emailed the hiring manager, making your cold outreach arrive too late.

    7 steps · 4 AI · 3 you

    45 → 20 min(saves 25)View workflow

  2. Step 2 · Sales · Founder-led Sales

    Reply to inbound beta signups to figure out if they are a real fit before getting on a call

    Founders spend too much time manually looking up every single beta user who signs up, trying to guess if they have the actual problem the product solves, resulting in wasted calls with people who cannot use or buy the product.

    5 steps · 3 AI · 2 you

    10 → 4 min(saves 6)View workflow

  3. Step 3 · Sales · Founder-led Sales

    Turn raw discovery call notes into a structured pilot proposal for a new client

    Translating messy meeting notes into a formal, tailored scope of work takes hours, and it is easy to miss specific client requirements or misstate the agreed-upon pilot terms.

    7 steps · 3 AI · 4 you

    120 → 50 min(saves 70)View workflow

  4. Step 4 · Sales · Founder-led Sales

    Following up on proposals that went quiet without annoying the prospect

    Stalled deals sit in the CRM for weeks because writing a thoughtful, low-pressure check-in requires re-reading past transcripts and finding a relevant angle, which founders often postpone in favor of active pipeline work.

    5 steps · 2 AI · 3 you

    20 → 10 min(saves 10)View workflow

  5. Step 5 · Sales · Founder-led Sales

    Turning messy closed-won deal notes and call recordings into a repeatable sales playbook before hiring the first salesperson

    Founders rely on intuition to close early deals, but these winning patterns stay trapped in messy CRM notes and call recordings. When it is time to write down a sales process for the first hire, the notes are too unstructured to build a reliable playbook.

    6 steps · 3 AI · 3 you

    180 → 75 min(saves 105)View workflow

Other paths

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